The Yardstick Agency

Hear from our clients

Lena Patel


ISJ Independent Financial Planning

“The Yardstick team has been very efficient at updating my branding, building a new website and helped me develop my ideal client base. Phil’s financial services experience clearly helps when looking at a marketing strategy and helped to build a clear focus for growing my business. Both Dan and Michael have executed at speed and been on hand when I have had any questions (there have been many!)

Thank you and I look forward to continuing to work together.”


Kevin Morrison



“Yardstick came highly recommended to us and from day one they have demonstrated why. They’ve driven the project from the off and have been a pleasure to work with. Our new website, the first stage of our work together, has come in on time and in budget. Communication along the way has been first rate and the Yardstick team provides fantastic support, with plenty of added value along the way. We’ve been delighted with the results and the feedback from our adviser clients has been great. There’s still plenty more to do and we are very much looking forward to it.”


Kevin Iles


Vision West & Wales

“We were aware of Phil and Yardstick via his blog. As we were looking for help in regard to our branding and also wanting to launch a new website, we contacted Phil as he is an expert in financial services.

The task seemed rather daunting. But from the outset, Phil and his team provided guidance and inspiration, and they always kept us informed where they were in terms of finishing the project. They also dealt with our internal compliance requirements in a professional and timely manner. We couldn’t be happier with the final results and truly believe it was money well spent and we look forward to working with Yardstick in the future.”


Victor Sacks

Director, VS Associates

VS Associates

“Phil and the Yardstick team have been absolutely brilliant in helping me set up what is a fantastic, professional website – that’s not me saying it, that’s from my peer group. At the same time, when things went a bit sideways, I saw the servicing element of The Yardstick Agency, how quickly things were resolved and at all times, I was kept informed. I have total faith in Phil and his team.”


Peter Adcock

Founder, Director & Financial Planner

Adcock Financial

“I have been working with Phil for the past few months now and he has made the journey of producing our new website from scratch, which initially seemed most daunting, right through to the smooth transition of the new site being launched, very easy.”

“Deadlines were adhered to by his gentle nurturing manner, to ensure we gave the copy in a timely manner and no matter how many times I may have asked for the tiniest of amendments, it was never too much trouble.”

“The experience Phil has in the financial services world, meant that he truly understood what we required for our website and we are absolutely delighted with the results. Phil has also assisted us with our web presence via two directory sites, ensuring that we have the best presence possible in our relevant areas and will continue helping us with monthly newsletters and ongoing marketing matters. I am very happy to recommend Yardstick for your website design and marketing activities.”


Debra Morgan

Director, Altogether Compliant

Altogether Compliant

“When I decided it was time to look at dipping my toe into the world of social media, and start promoting myself, I found I just didn’t have the time! I had no idea where to start, or how. I knew for sure I didn’t have time for long drawn out discussions and meetings. I just wanted a good job done, with minimal input from me, so that I could continue to run my business.”

“I wanted someone who understood the industry I was in, my role within it and who could promote me and my services in a way that was unique and that stood out. Phil did just that.”

“From the first conversation I had with him, I knew he was the right person to promote my business. He seemed to know exactly what I was thinking and what I wanted before I did and his knowledge of the industry was outstanding. I’ve been absolutely delighted with the advice, guidance and service he has provided me with so far. I couldn’t be happier.”


Martin Stewart

Director, London Money

London Money

“I was always nervous about marketing after I heard a quote that said that “half the money that I spent on marketing is a waste of money, I just don’t know which half.”

“Fortunately, with Phil and The Yardstick Agency, that is something I’ve not had to worry about. In fact, so impressed am I with their knowledge and expertise within the field of financial services, that I am more concerned that I won’t get enough of their time as opposed to how much it will cost.”

“I know without a shadow of a doubt that the brand of London Money will be bigger, better and more visible to our target market because of the work that Phil and his team undertake. I accept that I can’t stop money being wasted within our business but I sleep confidently at night knowing it won’t be from within our marketing budget.”


Bev Stoves

Director, Investment Sense

Investment Sense

“We have worked with Phil and his team for some time and always found his financial services knowledge and experience in all things marketing, invaluable. He ‘gets’ our target market and the importance of looking and feeling professional at each point of contact. The website and our regular newsletter is an extension of us personally, so we need it to be professional, accurate, current and in no way an afterthought for our business.”

“The regular newsletters have been invaluable. That means we are in touch with our clients each and every month. The special Budget and Autumn Statement issues, sent out within a few hours of the speeches show we are on the ball and want our clients and prospects to be kept informed. They serve as a reminder to clients and contacts that we are here if they need us. This could be months or even years down the line, but by keeping them up to date via our website and newsletter, they know we are here for them when they need us.”


Hear from our clients

Working with some great businesses.

Ian Else

Founder & Financial Planner

"The brand, logo and website has hit the brief perfectly and I couldn’t be happier! I wouldn’t hesitate to recommend them.”

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Heather Hopkins


"They were a delight to work with – super responsive to our requests and also brought lots of good ideas to the table."

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Rob Gill

Altura Mortgage Finance

"Best of all, their results driven approach is both refreshing and helping us achieve real goals. Thank you Yardstick!”

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James Mackay

Independent Financial Adviser & Managing Director

"If you’re a financial services firm looking for marketing experts, The Yardstick Agency should be your first call.”

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Tom Orchard

Independent Financial Adviser

"I’m a big Yardstick fan now and look forward to working with them on future projects."

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Alasdair Walker

Chartered Financial Planner, Hunter Aitkenhead & Walker

"We have felt like collaborators, rather than customers, and feel like Phil and his team has a vested interest in our marketing success that far exceeds his fee.”

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